2023 Form 5500 filing — Pension Plan Of The Plumbers & Pipefitters Local Union No. 630 Pension - Annuity Trust Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015124327NAL0016416403001) for Pension Plan Of The Plumbers & Pipefitters Local Union No. 630 Pension - Annuity Trust Fund, reported by Trustees Of The Pension Plan Of The Plumbers & Pipefitters Local Union under EIN 59-6165026 and plan number 001. It reports 1,790 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124327NAL0016416403001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Pension Plan Of The Plumbers & Pipefitters Local Union
- EIN
- 59-6165026
- Plan number
- 001
- Location
- Pembroke Pines, FL
- Participants
- 1,790
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $140,500,470
- Total liabilities (EOY)
- $112,776
- Net assets (EOY)
- $140,387,694
- Employer contributions
- $9,355,547
- Total income / additions
- $24,514,605
- Benefits paid
- $9,423,293
- Administrative expenses
- $826,665
- Total expenses
- $10,249,958
- Net increase / (decrease)
- $14,264,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Employee Administrators | NONE | $161,550 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | NONE | $124,626 | not reported in the loaded dataset |
| Sugarman & Susskind Pa | NONE | $116,542 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $75,000 | not reported in the loaded dataset |
| Kayne Anderson Rudnick | NONE | $71,892 | not reported in the loaded dataset |
| Lapadula Carlson & Co | NONE | $33,506 | not reported in the loaded dataset |
| Pnc Bank | NONE | $23,793 | not reported in the loaded dataset |